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WE ARE HERE FOR YOU.

The Wealth Her Way team is a group of professionals dedicated to the financial education and empowerment of women of all ages. Our goal is to help women be in control of their financial destiny whether single, married or in a relationship. See our stories below. Visit the Who We Serve page to see who we think Wealth Her Way is a perfect fit for.

President & CEO

Thomas H. Breiter, RICP®

941-778-1900

tom@integracapitaladvisors.com

Tom started Breiter Capital Management, now known as Integra Capital Advisors, in 1992 with a passion to help individual investors plan for and reach their retirement and life goals.  Over the years, he noticed that the male spouses tended to control the financial and investment decisions and often the female partner wasn’t involved much at all.

Working to make sure that both spouses are involved in the planning process is of particular interest to Tom.  This is especially true for women whose husband has been the primary investment decision maker.  Considering the chance for divorce and longer life expectancies, the majority of women will be in charge of their own finances at some point in their life, and in many cases they are unprepared. Tom also specializes in helping women who have become "suddenly single" through divorce or death of their spouse plan for their new financial life.

Prior to founding Integra Capital Advisors, Tom served in the U.S. Navy’s nuclear power program which included operating the propulsion systems on two different submarines as well as an instructor at the Navy’s Nuclear Power School.  He earned a Bachelor of Arts Degree with an emphasis in accounting from Columbia College. Tom holds the RICP designation from the American College of Financial Services after completing an intensive course of study on helping clients prepare for and create a sustainable retirement income stream. 

Tom has been married to his wife, Kathy, for 38 years and they have one daughter, Nicole, who is 19.  They have lived in the Bradenton, Florida area since 1994.  He is passionate about golf, likes to exercise, travel and spend quality time with friends. 

Community service is high on Tom’s priority list and he has a long history of non-profit board service including time as Chairman of the Anna Maria Island Community Center and the South Florida Museum.  He is currently involved as a member of “Manatee Matches”, a group of donors who pool funds and make annual donations to local non-profits to help them make a large impact in the Manatee County, Florida region.
Senior Vice President | Wealth Advisor

Dana Ragiel

239-596-6726

dana@integracapitaladvisors.com

Dana is her clients’ trusted family advisor, working with women and families to realize their financial goals and identify what is important to them.  She believes in simplifying their lives through planning, problem solving, financial education, sound investment management and creating their desired legacy.  She is a leader in Integra Capital’s “Wealth Her Way” initiative to provide empowering education and resources to help women of all ages to be involved and take control of their finances.

Her experience includes over 35 years of combined wealth management and investment banking & consulting experience with firms such as JP Morgan Chase, U.S Trust, PricewaterhouseCoopers, and CitiBank.  Dana earned her MBA in Finance from the prestigious Booth School of Business at the University of Chicago and a Bachelor of Arts Degree in Economics and Classical Studies from DePauw University.

She is very community minded and participates in Naples, FL area organizations such as:

  •     The Guild of the Shelter for Abused Women & Children
  •     The League Club of Naples – Finance Committee
  •     Newcomers Club of Naples
  •     The University of Chicago Alumni Club

Dana resides in Naples with her three dogs, all shelter rescues, and in season plays host to nephews, nieces, and godchildren.   She enjoys reading, history, travel and animal conservancy.

Operations Manager

Christina Sherman

941-778-1900

christina@integracapitaladvisors.com

An upstate New York native, Christina comes to Integra Capital with 10 years of experience in the Financial Industry.  She began her career in retail banking at Bank of America as a teller on Longboat Key.  She was quickly promoted to a Sales and Service Specialist then to the Teller Supervisor in the Sarasota area.  Upon completion of her Bachelor’s degree in Finance at the University of South Florida, she began working at Global Financial Private Capital in the Advisor Relations Department.  Christina developed processes, trained new Advisors and Assistants, and was involved with recruiting aspects. 

Christina is the Operations Manager at Integra Capital Advisors. Her passion for developing and sustaining relationships with others is prominent the moment you meet her.  Her bubbly personality will make you feel right at home when you walk through the doors of Integra Capital Advisors.  She is most excited to meet current clients and begin understanding their financial needs. 

Christina resides in Bradenton, FL with her husband, newborn son and two Chihuahuas.  She enjoys going to the pool or beach, traveling, and spending time with family and friends.

Sponsored by:

Integra Capital Advisors

Integra Capital Advisors is fee-only registered investment advisor that acts as a fiduciary in our work with clients.  Over the years, we’ve noticed our best relationships are with couples and women, where she is concerned about her financial future currently or if something should happen to her spouse or significant other.  Younger ages in relationships and longer life expectancies mean that most women will be on their own at some point, but you don’t need to be alone financially.

We’ve lived through the challenges these women face alongside them as a trusted advisor and, hopefully, made the journey through life’s more difficult moments easier with our friendship and advice.  We decided to create the Wealth Her Way website as an educational resource to help women be in control of their financial destiny whether single, with a spouse or significant other.

In summary, Integra Capital works with women, couples and families that value our personal, yet structured process to planning and investing that frees them of the day-to-day worry of the financial markets with freedom to pursue what they value most and allows them to feel confident and reassured.

We call our process the:                                 

Use of the Wealth Her Way site is based on your needs.  If you believe that a personalized advisory relationship would benefit you, we recommend you call us at 941-778-1900 or contact us through the Integra Capital Advisors website at: www.integracapitaladvisors.com


Disclosures:

Investment advisory services are rendered by Integra Capital Advisors.  Wealth Her Way is a DBA designation of Integra Capital Advisors.  There is no cost to use the Wealth Her Way site and no obligation to use the services of Integra Capital Advisors.  Reference to Integra’s registration as an investment advisor does not imply any particular level of skill or training.

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